Business Services Portfolio Manager

This is a fully remote position, open to applicants in Arizona.

📋 Description

• Act as the main relationship manager for the everyday needs of MACU’s larger business clients.

• Serve as a liaison to the Senior Business Advisor for managed business member relationships.

• Comprehend business entity structures and engage with business owners on their needs based on these unique frameworks.

• Inform members about financial transaction options utilizing MACU Business Services tools, resources, and technology.

• Promote products and services through a consultative sales approach.

• Be the initial point of contact for managed portfolio account needs, including new account documentation and core-system onboarding.

• Take ownership of the account-opening and onboarding processes.

• Manage a portfolio of members, originating loans by accepting and reviewing applications, interviewing candidates, examining credit reports, and cross-selling loans.

• Supervise loan documentation, credit decision-making, and closings for loans sourced by Business Advisors or within the managed portfolio.

• Recommend credit union products and services to meet immediate and unforeseen member needs.

• Deliver quality service by evaluating needs, advising members, assisting with transactions, opening accounts, servicing accounts, and clarifying suitable products and services.

• Oversee the overall member relationship and direct or delegate tasks according to member requirements.

• Handle and direct member requests while fostering relationships and supporting credit union goals.

• Address member complaints by identifying issues, determining causes, offering solutions, expediting corrections, and following up.

• Act as a liaison to Business Advisors.

• Engage in and complete product knowledge training courses.

• Adhere to applicable regulations, including BSA, OFAC, FACT Act, GLBA, Regulation CC, and Regulation DD.

• Execute additional duties as assigned.

⛳️ Requirements

• Candidate must reside in Arizona.

• Minimum of 3 years of professional experience in a progressive financial environment; experience in business relationship management is preferred.

• Project management experience is advantageous.

• Associate degree from an accredited institution in business, marketing, finance, economics, or a related field, or relevant on-the-job experience with 3+ years in a progressive financial setting.

• Proficient in Microsoft Office Suite including Outlook, Word, PowerPoint, and Excel.

• Familiarity with analytical and reporting software is preferred.

• Ability to clearly articulate ideas, methodologies, results, and recommendations both verbally and in writing, along with insightful reports and graphic illustrations.

• Skill in documenting outcomes and presenting information suitably for key stakeholders at all organizational levels.

• Capacity to multi-task and maintain composure while addressing member activities and requests.

• Proficiency in preparing Cash Management and loan documents.

• Ability to perform mathematical calculations.

• Capability to work independently and collaboratively in a fast-paced atmosphere.

• Strong organizational and time management abilities.

• Competence in working productively and efficiently across multiple projects and timelines.

• Adaptability to change and a positive response to new circumstances or conditions.

• Eagerness to learn and continuously enhance knowledge of financial concepts, strategies, and systems.

• Initiative to resolve problems and propose process and efficiency improvements.

• Excellent interpersonal skills, including the ability to lead and collaborate with ad-hoc teams.

• Proficient in data analytics, data validation, and business data analysis, including MS Excel proficiency.

• Ability to sit, talk, and hear consistently; stand, walk, and use hands to handle or reach occasionally.

• Vision requirements for close and distance tasks.

• This position is not available for performance in Colorado or Connecticut, whether remotely or in-person.

🏝️ Benefits

• Equal Employment Opportunity/Affirmative Action/Americans with Disabilities Act/Veterans employer.

• Reasonable accommodations during the application, interview, and employment processes.